About

We serve both individual clients with personal financial planning, and small business and non-profit clients with retirement plan advice for their 401k or 403b plans.

Long and Associates LLC operates on a Fee-Only basis. What does this mean for you?

  • We do not accept any commissions, kickbacks or other third party compensation!
  • We are independent of any Broker, Insurance Company, or Mutual Fund Company – we put your interests first.
  • We are Certified Financial Planners, CFP(r), and NAPFA Registered Financial Advisors, meeting the highest standards for competency and ethics in the industry.
  • Chris Long has a deep business background and education, including degrees from Yale and Stanford, and work experience with PepsiCo, Kraft, and Microsoft.
  • We do not sell anything except our advice. We offer complete transparency with no hidden agendas.

 

About Chris Long, CFP® NAPFA Registered Financial AdvisorTM

Chris Long 6 SittingFormal Education

  • BA Yale University
  • MBA Stanford University

Designations

  • Certified Financial Planner ® (CFP®)
  • NAPFA Registered Financial AdvisorTM
  • Long Financial Planning is a Registered Investment Advisor

Affiliations

  • National Association of Personal Financial Advisors (NAPFA)
    • Served as National Board Member
    • Served as Midwest Region Chair, President
    • Chair of first NAPFA Investments Conference
    • Chicago Study Group Leader
  • Vistage International — Voted Member of the Year, 2008 by his Vistage Group
  • The Crossroads Fund — Board Member, Treasurer
  • Sarah’s Circle — Served as Board Member, Finance Committee Member

 

Press (partial list)

  • Chicago Tribune
  • Money Magazine
  • Black Enterprise Magazine
  • Ladies Home Journal
  • WGN-AM Radio — Chicago

Location

Chris resides in Chicago, IL

 


“Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®,

CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with flame design) in the U.S.,
which it awards to individuals who successfully complete CFP Board’s initial and ongoing
certification requirements.”

Leave a Reply